See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,798 | $73,933-28.6% | $96,683-45.4% | $75,163-29.8% |
| Participation rate | 23.2% | 66.4%-43.3pp | 74.3%-51.2pp | 67.2%-44.0pp |
| Annual return | 17.67% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-143.0pp |
| Employer contribution / active EE | $925 | $2,928-68.4% | $3,737-75.2% | $2,670-65.3% |
| Participant deferral / active EE | $1,833 | $3,659-49.9% | $4,878-62.4% | $4,125-55.6% |
| Admin fee / account holder | $6,369 | $5,216+22.1% | $6,730-5.4% | $5,651+12.7% |